LFA

Legend Financial Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$757K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$728K
3
+$528K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$357K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$341K

Top Sells

1
+$2.5M
2
+$1.53M
3
+$809K
4
IAU icon
iShares Gold Trust
IAU
+$608K
5
VUG icon
Vanguard Growth ETF
VUG
+$373K

Sector Composition

1 Technology 3.18%
2 Financials 2.5%
3 Consumer Discretionary 2.35%
4 Energy 1.66%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.79K 0.01%
150
152
$9.76K 0.01%
108
153
$9.64K 0.01%
150
+50
154
$9.41K 0.01%
40
-111
155
$9.3K 0.01%
38
156
$9.17K 0.01%
37
157
$8.74K 0.01%
+283
158
$8.71K 0.01%
+334
159
$8.68K 0.01%
50
160
$8.66K 0.01%
100
161
$8.34K 0.01%
53
162
$8.14K 0.01%
166
163
$8.06K 0.01%
189
-24
164
$7.89K 0.01%
124
165
$7.43K 0.01%
87
166
$7.29K 0.01%
199
167
$7.15K 0.01%
65
168
$6.81K 0.01%
38
-8
169
$6.73K 0.01%
24
170
$6.69K 0.01%
180
171
$6.67K 0.01%
100
172
$6.64K 0.01%
1,199
173
$6.16K 0.01%
61
174
$5.95K 0.01%
55
175
$5.75K ﹤0.01%
111
+37
5 6
7
8 9